AAAA vs. CLSM
AAAA (Amplius Aggressive Asset Allocation ETF) and CLSM (ETC Cabana Target Leading Sector Moderate ETF) are both exchange-traded funds - AAAA is a Diversified Portfolio fund actively managed by Amplius, while CLSM is a Tactical Allocation fund tracking the Actively Managed. AAAA is actively managed, while CLSM is passively managed. Over the past year, AAAA returned 22.86% vs 24.37% for CLSM. Their correlation of 0.91 means they have usually moved in the same direction. AAAA charges 0.49%/yr vs 0.82%/yr for CLSM.
Performance
AAAA vs. CLSM - Performance Comparison
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Returns By Period
In the year-to-date period, AAAA achieves a 11.55% return, which is significantly lower than CLSM's 14.76% return.
AAAA
- 1D
- 0.98%
- 1M
- 0.46%
- 6M
- 8.96%
- YTD
- 11.55%
- 1Y
- 22.86%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 21.66%
CLSM
- 1D
- 0.88%
- 1M
- -1.25%
- 6M
- 11.56%
- YTD
- 14.76%
- 1Y
- 24.37%
- 3Y*
- 11.97%
- 5Y*
- 3.06%
- 10Y*
- —
- ALL TIME*
- 3.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $359.77K | $297.56K | $190.57K | |
| $157.69K | $549.86K | $326.11K |
AAAA vs. CLSM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AAAA Amplius Aggressive Asset Allocation ETF | 11.55% | 10.11% |
CLSM ETC Cabana Target Leading Sector Moderate ETF | 14.76% | 8.12% |
Correlation
The correlation between AAAA and CLSM is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2025 | 0.91 |
The correlation between AAAA and CLSM has been stable across timeframes, ranging from 0.91 to 0.91 - a consistent structural relationship.
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Return for Risk
AAAA vs. CLSM — Risk / Return Rank
AAAA
CLSM
AAAA vs. CLSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplius Aggressive Asset Allocation ETF (AAAA) and ETC Cabana Target Leading Sector Moderate ETF (CLSM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AAAA | CLSM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.25 | ||
| Sortino ratioReturn per unit of downside risk | +0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.30 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.93 | 2.88 | +0.05 |
| Martin ratioReturn relative to average drawdown | 12.16 | 9.10 | +3.06 |
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Drawdowns
AAAA vs. CLSM - Drawdown Comparison
The maximum AAAA drawdown since its inception was -7.83%, smaller than the maximum CLSM drawdown of -27.77%. Use the drawdown chart below to compare losses from any high point for AAAA and CLSM.
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Drawdown Indicators
| AAAA | CLSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.83% | -27.77% | +19.94% |
Max Drawdown (1Y)Largest decline over 1 year | -7.83% | -8.50% | +0.67% |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.60% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.77% | — |
Current DrawdownCurrent decline from peak | -1.30% | -5.09% | +3.79% |
Average DrawdownAverage peak-to-trough decline | -1.14% | -16.08% | +14.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 2.68% | -0.80% |
Volatility
AAAA vs. CLSM - Volatility Comparison
The current volatility for Amplius Aggressive Asset Allocation ETF (AAAA) is 3.47%, while ETC Cabana Target Leading Sector Moderate ETF (CLSM) has a volatility of 4.45%. This indicates that AAAA experiences smaller price fluctuations and is considered to be less risky than CLSM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAAA | CLSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 4.45% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 9.86% | 12.45% | -2.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.93% | 14.63% | -2.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.77% | 12.76% | -0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.77% | 12.75% | -0.98% |
AAAA vs. CLSM - Expense Ratio Comparison
AAAA has a 0.49% expense ratio, which is lower than CLSM's 0.82% expense ratio.
Dividends
AAAA vs. CLSM - Dividend Comparison
AAAA's dividend yield for the trailing twelve months is around 1.28%, more than CLSM's 0.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
AAAA Amplius Aggressive Asset Allocation ETF | 1.28% | 0.79% | 0.00% | 0.00% | 0.00% | 0.00% |
CLSM ETC Cabana Target Leading Sector Moderate ETF | 0.78% | 0.90% | 2.13% | 2.58% | 3.17% | 0.59% |
Frequently Asked Questions
With a correlation of 0.91, AAAA and CLSM move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
CLSM has higher volatility (4.45%) compared to AAAA (3.47%). In terms of maximum drawdown, AAAA dropped -7.83% vs CLSM's -27.77%.
On 1-year performance, CLSM leads with 24.37% vs 22.86% for AAAA. On fees, AAAA is cheaper at 0.49% per year. On volatility, AAAA has been the lower-risk option at 3.47%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, CLSM has performed better with a 24.37% return vs 22.86%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AAAA is cheaper with a 0.49% expense ratio, compared with 0.82% for CLSM.
AAAA has the higher dividend yield at 1.28%, compared with 0.78% for CLSM.
AAAA is categorized as Diversified Portfolio, while CLSM is Tactical Allocation. They also come from different issuers: Amplius and Cabana. Their fees differ too: 0.49% for AAAA and 0.82% for CLSM.
AAAA currently has the higher Sharpe Ratio (1.93 vs 1.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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